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港股收盘(05.02) | 恒指收涨1.74% 科技、汽车股走势强劲 小米集团-W(01810)大涨超6%
智通财经网· 2025-05-02 08:40
Market Overview - Hong Kong stocks experienced a strong start in May, with all three major indices rising collectively. The Hang Seng Index increased by 1.74% to close at 22,504.68 points, with a total trading volume of HKD 133.73 billion. The Hang Seng China Enterprises Index rose by 1.92%, and the Hang Seng Tech Index surged by 3.08% [1] - For the week, the Hang Seng Index gained 2.38%, the China Enterprises Index rose by 1.86%, and the Tech Index increased by 5.24% [1] Blue-Chip Stocks Performance - Xiaomi Group-W (01810) continued its upward trend, closing up 6.31% at HKD 53.1, contributing 91.5 points to the Hang Seng Index. The company is expected to report strong revenue growth and significant margin expansion in Q1, with adjusted net profit projected to increase by 43% year-on-year to RMB 9.3 billion [2] - Other blue-chip stocks included WuXi AppTec (02359) up 7.07%, WuXi Biologics (02269) up 5.7%, while China National Pharmaceutical Group (01099) and Bank of China Hong Kong (02388) saw declines [2] Sector Performance - Major technology stocks saw significant gains, with Xiaomi up over 6%, Alibaba rising nearly 4%, and Tencent increasing over 2%. The automotive sector also performed well, with several companies reporting high year-on-year sales growth in April [3][4] - The AI sector remained active, with companies like GDS Holdings (09698) and Kingsoft (03888) seeing substantial increases in their stock prices [4][5] - Consumer electronics stocks generally rose, with companies like Hong Teng Precision (06088) and KANAT (02276) experiencing notable gains [6] Automotive Sector Highlights - Several automotive companies reported impressive April delivery figures, with Li Auto delivering 33,939 vehicles (up 31.6% year-on-year), Xiaopeng Motors delivering 35,045 vehicles (up 273%), and NIO delivering 23,900 vehicles (up 53%) [4] - The overall retail sales of new energy vehicles in China reached 728,000 units in April, marking a 24% increase year-on-year [4] AI Industry Developments - The domestic AI large model sector is witnessing rapid advancements, with several companies releasing new models. For instance, Xiaomi launched its inference-focused open-source model, Xiaomi MiMo, while Alibaba introduced its Qwen3 model [5] - Analysts predict that the AI industry in China is poised for significant growth, with expectations for a "golden development period" by 2025 [5] Gold Sector Performance - The gold sector faced pressure, with several gold stocks declining as international gold prices fluctuated. The price of gold fell below USD 3,230 per ounce, influenced by reduced market risk appetite and profit-taking by investors [7] - Analysts suggest that the market's focus may shift from "credit logic" to "interest rate logic," indicating potential for gold prices to stabilize in the short term [7]
药师帮(09885.HK)5月2日收盘上涨9.01%,成交1122.19万港元
搜狐财经· 2025-05-02 08:36
5月2日,截至港股收盘,恒生指数上涨1.74%,报22504.68点。药师帮(09885.HK)收报7.14港元/股, 上涨9.01%,成交量160.46万股,成交额1122.19万港元,振幅10.84%。 最近一个月来,药师帮累计跌幅2.24%,今年来累计涨幅16.13%,跑赢恒生指数10.27%的涨幅。 财务数据显示,截至2024年12月31日,药师帮实现营业总收入179.04亿元,同比增长5.49%;归母净利 润3001.3万元,同比增长100.94%;毛利率10.13%,资产负债率65.07%。 机构评级方面,目前暂无机构对该股做出投资评级建议。 行业估值方面,药品及生物科技行业市盈率(TTM)平均值为5.22倍,行业中值4.58倍。药师帮市盈率 137.82倍,行业排名第77位;其他精优药业(00858.HK)为0.72倍、金斯瑞生物科技(01548.HK)为 1.03倍、百信国际(00574.HK)为1.49倍、东瑞制药(02348.HK)为2.86倍、正大企业国际 (03839.HK)为4.39倍。 资料显示,药师帮股份有限公司成立于2015年,是中国院外医药产业最大的数字化综合服务平台。药师 ...
思派健康(00314.HK)5月2日收盘上涨11.62%,成交341.85万港元
搜狐财经· 2025-05-02 08:36
Company Overview - Sipai Health Technology Co., Ltd. is a leading medical technology and health management company in China, headquartered in Guangzhou, Shanghai, and Beijing [2] - The company aims to lead the digital transformation of the healthcare industry in China, providing quality and accessible medical services [2] - Sipai operates three business lines: health insurance services, specialty pharmacy business, and physician research assistance [2] Financial Performance - As of December 31, 2024, Sipai Health reported total revenue of 4.565 billion yuan, a year-on-year decrease of 3.11% [1] - The company recorded a net profit attributable to shareholders of -324 million yuan, down 26.57% year-on-year [1] - The gross profit margin stood at 8.46%, with a debt-to-asset ratio of 46.96% [1] Stock Performance - As of May 2, the stock price of Sipai Health closed at 4.9 HKD per share, an increase of 11.62% [1] - Over the past month, the stock has seen a cumulative decline of 13.75%, and a year-to-date decline of 19.45%, underperforming the Hang Seng Index by 10.27% [1] - Currently, there are no investment rating recommendations from institutions for Sipai Health [1] Industry Valuation - The average price-to-earnings (P/E) ratio for the pharmaceutical and biotechnology industry is 5.22 times, with a median of 4.58 times [1] - Sipai Health has a P/E ratio of -9.49 times, ranking 114th in the industry [1] - Comparatively, other companies in the industry have P/E ratios such as: Qingdao Haier (0.72), Kingsray Biotechnology (1.03), Baixin International (1.49), Dongrui Pharmaceutical (2.86), and Charoen Pokphand International (4.39) [1]
恒伟集团控股(08219.HK)5月2日收盘上涨33.8%,成交55.24万港元
金融界· 2025-05-02 08:32
行业估值方面,纺织及服饰行业市盈率(TTM)平均值为-5.95倍,行业中值-0.42倍。恒伟集团控股市 盈率-1.83倍,行业排名第105位;其他FAST RETAIL-DRS(06288.HK)为0.36倍、浙江永安 (08211.HK)为1.34倍、大人国际(01957.HK)为3.06倍、杉杉品牌(01749.HK)为3.5倍、其利工业 集团(01731.HK)为3.63倍。 5月2日,截至港股收盘,恒生指数上涨1.74%,报22504.68点。恒伟集团控股(08219.HK)收报0.19港 元/股,上涨33.8%,成交量289万股,成交额55.24万港元,振幅32.39%。 最近一个月来,恒伟集团控股累计跌幅47.41%,今年来累计涨幅19.33%,跑赢恒生指数10.27%的涨 幅。 财务数据显示,截至2024年12月31日,恒伟集团控股实现营业总收入1.28亿元,同比减少25.3%;归母 净利润-1780.68万元,同比增长2.71%;毛利率29.67%,资产负债率92.44%。 机构评级方面,目前暂无机构对该股做出投资评级建议。 资料显示,恒伟集团控股有限公司是成立于1986年的手表制造商,总部位 ...
沧港铁路(02169.HK)5月2日收盘上涨16.03%,成交518.31万港元
金融界· 2025-05-02 08:32
5月2日,截至港股收盘,恒生指数上涨1.74%,报22504.68点。沧港铁路(02169.HK)收报1.52港元/ 股,上涨16.03%,成交量358.4万股,成交额518.31万港元,振幅16.03%。 最近一个月来,沧港铁路累计跌幅7.75%,今年来累计跌幅32.47%,跑输恒生指数10.27%的涨幅。 财务数据显示,截至2024年12月31日,沧港铁路实现营业总收入2.59亿元,同比减少25.82%;归母净利 润5646.1万元,同比减少4.27%;资产负债率41.29%。 机构评级方面,目前暂无机构对该股做出投资评级建议。 沧港线的总长度约为216.6公里,包括主要轨道约87.4公里、站线约56.1公里、延伸合共约为44.2公里的15 条专用线、两条支线;及将公司与朔黄线连接的铁路线约7.1公里及将公司与邯黄线连接的铁路线约7.1公 里。沧港线有合共13个车站,其中主轨道上有10个车站,而支线上有三个车站。 沧港线是由沧州市地方政府部门于1979年建设,并于1982年开始营运。自1982年起,沧港线一直由沧州市 地方铁路局营运,直至2004年11月,沧州市地方铁路局工会及沧州市地方铁路局的三名高级管 ...
大方广瑞德(00755.HK)5月2日收盘上涨18.46%,成交3.08万港元
金融界· 2025-05-02 08:32
5月2日,截至港股收盘,恒生指数上涨1.74%,报22504.68点。大方广瑞德(00755.HK)收报0.77港元/ 股,上涨18.46%,成交量4万股,成交额3.08万港元,振幅0.0%。 行业估值方面,地产行业市盈率(TTM)平均值为4.67倍,行业中值-0.15倍。大方广瑞德市盈率-0.14 倍,行业排名第238位;其他百仕达控股(01168.HK)为0.28倍、恒达集团控股(03616.HK)为1.71 倍、美联集团(01200.HK)为2.22倍、中奥到家(01538.HK)为2.76倍、瑞森生活服务(01922.HK) 为2.82倍。 资料显示,大方广瑞德集团有限公司是国内知名的房地产开发企业,香港主板上市公司(0755.Hk)。从 1994年至今,历经二十余年的迅速发展,证大地产依托完备的建设、运营、管理能力和独立的策划开发、 招商设计、营运、物业管理团队,形成了以上海为中心,辐射全国5大区域、15座城市的国内业务版图,同 时形成了跨界欧洲、大洋洲、非洲的全球化战略布局。 公司多次荣获中国房地产开发企业100强、中国商业地产10强、中国物业管理企业品牌价值50强等荣 誉。证大地产以兼具住宅、写 ...
美中嘉和(02453.HK)5月2日收盘上涨16.08%,成交274.01万港元
金融界· 2025-05-02 08:32
Company Overview - Meizhong Jiahe Medical Technology Development Group Co., Ltd. is a leading comprehensive oncology medical solution platform in China, focusing on advanced cancer diagnosis and treatment technology research, development, transformation, and application [4] - The company has attracted significant strategic investments from well-known institutions such as CICC Capital, CITIC Xingye, Shengshan Asset, and CSPC Pharmaceutical Group, positioning itself as a mixed-ownership enterprise to promote the development and transformation of medical services in China [4] - Meizhong Jiahe operates multiple international oncology specialty medical institutions across major cities in China, ranking second among private oncology medical groups in terms of the number of owned medical institutions [4] Financial Performance - As of December 31, 2024, Meizhong Jiahe reported total operating revenue of 388 million yuan, a year-on-year decrease of 27.91%, and a net profit attributable to shareholders of -443 million yuan, a year-on-year decrease of 18.8% [2] - The company's gross margin stands at -17.32%, with a debt-to-asset ratio of 67.82% [2] Market Position and Valuation - Currently, there are no institutional investment ratings for Meizhong Jiahe's stock [3] - The company's price-to-earnings (P/E) ratio is -9.86, ranking 76th in the healthcare equipment and services industry, which has an average P/E ratio of -22 [3] Business Model and Services - Meizhong Jiahe provides comprehensive oncology medical services throughout the treatment process, including tumor diagnosis and treatment solutions, operational management, equipment leasing, and maintenance services [4] - The company has developed a cloud-based business model to empower enterprise clients, particularly in lower-tier cities, through remote consultations, quality control in radiotherapy, supply chain management, and joint research [4][5] - The company has established advanced platforms such as the "Jiahe Cloud Imaging Remote Medical Information Diagnosis Platform" and the "Jiahe Feiyun Intelligent Radiotherapy Cloud Platform," which have been recognized in national pilot projects for 5G+ healthcare applications [4] Technological Strength - Meizhong Jiahe has strong technical capabilities in radiotherapy, with its experts leading the first guideline project approved by the National Cancer Center for a private medical institution [5] - The company has received approval for additional guidelines related to radiotherapy data quality assurance and the construction of remote radiotherapy planning platforms based on 5G technology [5]
富誉控股(08269.HK)5月2日收盘上涨81.25%,成交7.02万港元
金融界· 2025-05-02 08:32
5月2日,截至港股收盘,恒生指数上涨1.74%,报22504.68点。富誉控股(08269.HK)收报0.058港元/ 股,上涨81.25%,成交量131.83万股,成交额7.02万港元,振幅103.13%。 (以上内容为金融界基于公开消息,由程序或算法智能生成,不作为投资建议或交易依据。) 本文源自:金融界 作者:行情君 机构评级方面,目前暂无机构对该股做出投资评级建议。 行业估值方面,纺织及服饰行业市盈率(TTM)平均值为-5.95倍,行业中值-0.42倍。富誉控股市盈 率-1.02倍,行业排名第113位;其他FAST RETAIL-DRS(06288.HK)为0.36倍、浙江永安 (08211.HK)为1.34倍、大人国际(01957.HK)为3.06倍、杉杉品牌(01749.HK)为3.5倍、其利工业 集团(01731.HK)为3.63倍。 资料显示,富誉控股有限公司是一家主要从事时尚服饰的设计、制造和销售的投资控股公司。该公司通 过四个分部运营其业务。消费品买卖分部从事时尚服饰的设计、制造和销售。天然资源及商品业务分部 从事天然资源及商品买卖,包括铁精矿、煤炭和棕榈原油。放债分部从事放债业务。证券投 ...
汇森股份(02127.HK)5月2日收盘上涨18.75%,成交4.26万港元
金融界· 2025-05-02 08:32
Group 1 - The core viewpoint of the news highlights the significant decline in the financial performance of Huishen Holdings, with a reported total revenue of 1.009 billion yuan, a year-on-year decrease of 72.3%, and a net profit loss of 1.707 billion yuan, reflecting a staggering year-on-year decrease of 924.12% [1][2] - Huishen Holdings' stock price has seen a substantial drop of 38.46% over the past month and year, underperforming the Hang Seng Index, which has increased by 10.27% [1] - The company has a negative price-to-earnings ratio of -0.03, ranking 88th in the household appliances and goods industry, which has an average price-to-earnings ratio of 13.02 [2] Group 2 - Huishen Holdings is recognized as the largest panel furniture exporter in China, with a vertically integrated business model that combines product design, development, manufacturing, and sales [3] - The company focuses on original design manufacturing of panel furniture and provides comprehensive manufacturing solutions, including functional and economical furniture, soft furniture, outdoor furniture, and sports and leisure equipment [3] - As of June 30, 2020, Huishen Holdings occupied an area of approximately 330,000 square meters and employed over 3,000 people, with Walmart being one of its major clients [3]
正商实业(00185.HK)5月2日收盘上涨13.95%,成交169港元
金融界· 2025-05-02 08:32
财务数据显示,截至2024年12月31日,正商实业实现营业总收入95.42亿元,同比减少52.37%;归母净 利润-21.82亿元,同比增长5.07%;毛利率3.81%,资产负债率97.56%。 机构评级方面,目前暂无机构对该股做出投资评级建议。 行业估值方面,地产行业市盈率(TTM)平均值为4.67倍,行业中值-0.15倍。正商实业市盈率-0.07 倍,行业排名第257位;其他百仕达控股(01168.HK)为0.28倍、恒达集团控股(03616.HK)为1.71 倍、美联集团(01200.HK)为2.22倍、中奥到家(01538.HK)为2.76倍、瑞森生活服务(01922.HK) 为2.82倍。 (以上内容为金融界基于公开消息,由程序或算法智能生成,不作为投资建议或交易依据。) 5月2日,截至港股收盘,恒生指数上涨1.74%,报22504.68点。正商实业(00185.HK)收报0.098港元/ 股,上涨13.95%,成交量2000股,成交额169港元,振幅31.4%。 最近一个月来,正商实业累计跌幅6.52%,今年来累计跌幅48.81%,跑输恒生指数10.27%的涨幅。 资料显示,正商实业有限公司是一家 ...